Sheets Smith Wealth Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,510
| Closed | -$559K | – | 333 |
|
|
2020
Q4 | $559K | Sell |
19,510
-4,135
| -17% | -$118K | 0.08% | 189 |
|
|
2020
Q3 | $425K | Sell |
23,645
-7,805
| -25% | -$140K | 0.07% | 203 |
|
|
2020
Q2 | $342K | Sell |
31,450
-2,665
| -8% | -$29K | 0.07% | 191 |
|
|
2020
Q1 | $178K | Buy |
34,115
+1,698
| +5% | +$8.86K | 0.04% | 263 |
|
|
2019
Q4 | $242K | Buy |
32,417
+14,674
| +83% | +$110K | 0.05% | 294 |
|
|
2019
Q3 | $58K | Sell |
17,743
-112
| -0.6% | -$366 | 0.01% | 291 |
|
|
2019
Q2 | $219K | Buy |
+17,855
| New | +$219K | 0.05% | 300 |
|